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HARRIS ASSOCIATES PRIVATE WEALTH MANAGEMENT & DESIGN

View On IC.GC.CA

FORMALIZED

on 8 Apr 2022

Last Applicant/ Owned by

HARRIS ASSOCIATES L.P.

111 South Wacker Drive, Suite 4600Chicago, IL 60606

Serial Number

2178246 filed on 8^th Apr 2022

Correspondent Address

DEETH WILLIAMS WALL LLP

150 YORK STREET, SUITE 400TORONTO

ONTARIO

M5H3S5

HARRIS ASSOCIATES PRIVATE WEALTH MANAGEMENT & DESIGN

Trademark usage description

financial portfolio analysis services; financial portfolio management; financial services, namely, a total portfolio offering for high net worth clien Read More

Vienna Information

26 . 11 . 1

One line or one bandUne ligne ou une bande

26 . 11 . 8

Horizontal lines or bandsLignes ou bandes horizontales

26 . 11 . 10

Straight lines or bandsLignes ou bandes droites

27 . 5 . 1

Letters presenting a special form of writingLettres présentant un graphisme spécial

27 . 5 . 11

Letters underlined, overlined, framed or barred by one or more strokesLettres soulignées, surlignées, encadrées ou barrées d'un ou de plusieurs traits

Classification Information

Class [036]
Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients, families, and institutional investors, consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of securities portfolios

Classification kind code

Mark Details

Serial Number

2178246

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 18^th Jul 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 8^th Apr 2022	Filed
Submitted for opposition 1 on 8^th Apr 2022	Created
Submitted for opposition 31 on 8^th Apr 2022	Formalized